Key Points
- Equifax EVP John Gamble, Jr. sold 4,500 shares on Feb. 23 at an average price of $195.72 for a total of $880,740, trimming his stake by 7.1% to 58,921 shares (about $11.53M).
- Dividend increase: Equifax raised its quarterly dividend to $0.56 from $0.50 (ex-dividend March 9, payable March 17), equal to a $2.24 annualized payout and roughly a 1.1% yield.
- Recent results and guidance: Equifax reported Q EPS of $2.09 (beating estimates) and revenue of $1.55B (up 9.3% YoY), and issued FY2026 EPS guidance of $8.30–$8.70.
Equifax, Inc. (NYSE:EFX - Get Free Report) EVP John Gamble, Jr. sold 4,500 shares of the firm's stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the completion of the transaction, the executive vice president directly owned 58,921 shares of the company's stock, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website.
Equifax Stock Up 3.7%
EFX traded up $7.23 during trading hours on Thursday, hitting $205.35. 143,555 shares of the company's stock were exchanged, compared to its average volume of 1,987,784. The firm has a market cap of $24.70 billion, a P/E ratio of 38.74, a price-to-earnings-growth ratio of 1.44 and a beta of 1.55. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. The firm has a 50 day moving average of $207.84 and a 200 day moving average of $223.15.
Equifax (NYSE:EFX - Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating the consensus estimate of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company had revenue of $1.55 billion during the quarter, compared to analysts' expectations of $1.53 billion. During the same quarter last year, the company posted $2.12 EPS. The firm's revenue was up 9.3% compared to the same quarter last year. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Analysts predict that Equifax, Inc. will post 7.58 EPS for the current fiscal year.
Equifax Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a dividend of $0.56 per share. This is a positive change from Equifax's previous quarterly dividend of $0.50. The ex-dividend date is Monday, March 9th. This represents a $2.24 annualized dividend and a yield of 1.1%. Equifax's dividend payout ratio (DPR) is currently 37.59%.
Analyst Ratings Changes
A number of equities analysts have recently commented on the company. Royal Bank Of Canada set a $220.00 price objective on Equifax in a research report on Thursday, February 5th. JPMorgan Chase & Co. lowered their price target on shares of Equifax from $260.00 to $230.00 and set an "overweight" rating for the company in a report on Thursday, February 5th. Bank of America assumed coverage on shares of Equifax in a research report on Tuesday, February 17th. They issued a "buy" rating and a $250.00 price objective on the stock. The Goldman Sachs Group decreased their price objective on shares of Equifax from $235.00 to $208.00 and set a "neutral" rating for the company in a research report on Friday, February 6th. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of Equifax in a research note on Monday, December 29th. Eleven analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, Equifax has an average rating of "Moderate Buy" and an average price target of $240.33.
Get Our Latest Analysis on EFX
Institutional Inflows and Outflows
A number of hedge funds have recently modified their holdings of the stock. Cary Street Partners Investment Advisory LLC lifted its position in Equifax by 12.5% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider's stock valued at $117,000 after acquiring an additional 51 shares during the last quarter. HighPoint Advisor Group LLC increased its position in shares of Equifax by 2.8% during the third quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider's stock worth $506,000 after purchasing an additional 53 shares in the last quarter. Heritage Family Offices LLP increased its position in shares of Equifax by 2.8% during the third quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider's stock worth $545,000 after purchasing an additional 57 shares in the last quarter. Brighton Jones LLC lifted its holdings in shares of Equifax by 1.6% in the 2nd quarter. Brighton Jones LLC now owns 3,723 shares of the credit services provider's stock valued at $966,000 after purchasing an additional 58 shares during the last quarter. Finally, Spire Wealth Management boosted its position in shares of Equifax by 82.9% in the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider's stock valued at $33,000 after purchasing an additional 58 shares during the period. 96.20% of the stock is owned by hedge funds and other institutional investors.
Equifax Company Profile
(
Get Free Report)
Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.
The company's offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.
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